Aprio Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
5,700
| – | – | 0.03% | 329 |
|
|
2025
Q1 | $250K | Hold |
5,700
| – | – | 0.03% | 308 |
|
|
2024
Q4 | $248K | Buy |
5,700
+33
| +0.6% | +$1.43K | 0.04% | 252 |
|
|
2024
Q3 | $256K | Hold |
5,667
| – | – | 0.04% | 223 |
|
|
2024
Q2 | $244K | Sell |
5,667
-224
| -4% | -$9.63K | 0.04% | 204 |
|
|
2024
Q1 | $252K | Buy |
+5,891
| New | +$252K | 0.05% | 184 |
|